CRM

NicoleHsiao
Participante

Deals

resolver

Hi 

How can I use Deal Name to be the unique key for Deals?

NicoleHsiao_0-1695869083862.png

 

 

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2 Solução aceitas
JWingate2
Solução
Top colaborador(a) | Parceiro Elite
Top colaborador(a) | Parceiro Elite

Deals

resolver

Hi @NicoleHsiao , 

 

To my knowledge, the unique identifier (Record ID) for Deals cannot be changed. 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Deals

resolver

Hi @NicoleHsiao,

 

This is currently not possible. The deal name isn't unique by default and HubSpot validation rules only allow for setting uniqueness during creation.

 

What do you want to achieve by making the deal name unique?

 

If you want to deduplicate deals by deal name, for example, you could look into third-party integrations like Insycle. https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/insycle

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Respostas 2
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Deals

resolver

Hi @NicoleHsiao,

 

This is currently not possible. The deal name isn't unique by default and HubSpot validation rules only allow for setting uniqueness during creation.

 

What do you want to achieve by making the deal name unique?

 

If you want to deduplicate deals by deal name, for example, you could look into third-party integrations like Insycle. https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/insycle

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

JWingate2
Solução
Top colaborador(a) | Parceiro Elite
Top colaborador(a) | Parceiro Elite

Deals

resolver

Hi @NicoleHsiao , 

 

To my knowledge, the unique identifier (Record ID) for Deals cannot be changed.